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Sheaff Brock Investment Advisors’s Horizon Technology Finance HRZN Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio HRZN Stock Details HRZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$96.1K Hold
10,205
– – 0.01% 439
2024
Q4 		$91.7K Hold
10,205
– – 0.01% 437
2024
Q3 		$109K Hold
10,205
– – 0.01% 437
2024
Q2 		$123K Hold
10,205
– – 0.01% 422
2024
Q1 		$116K Hold
10,205
– – 0.01% 476
2023
Q4 		$134K Buy
+10,205
New +$125K 0.01% 439
2022
Q2 		– Sell
-11,498
Closed -$160K – 523
2022
Q1 		$160K Hold
11,498
– – 0.01% 496
2021
Q4 		$183K Hold
11,498
– – 0.01% 499
2021
Q3 		$187K Hold
11,498
– – 0.01% 506
2021
Q2 		$199K Hold
11,498
– – 0.01% 477
2021
Q1 		$165K Hold
11,498
– – 0.01% 459
2020
Q4 		$152K Buy
11,498
+1,000
+10% +$12.5K 0.01% 449
2020
Q3 		$129K Hold
10,498
– – 0.01% 422
2020
Q2 		$114K Hold
10,498
– – 0.01% 418
2020
Q1 		$85K Buy
+10,498
New +$124K 0.01% 381

Other funds holding HRZN

GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $13.9B AUM 31.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sheaff Brock Investment Advisors's HRZN Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Horizon Technology Finance (HRZN) position steady in Q1 2025 at 10,205 shares worth $96.1K. The position accounts for 0.01% of the portfolio, ranked #439.

Sheaff Brock Investment Advisors first reported a position in HRZN in Q1 2020 and has held it in 15 quarters since. The position peaked at $199K in Q2 2021. 65 funds tracked by Wall St. Rank hold HRZN as of Q1 2025.

  • Sheaff Brock Investment Advisors held 10,205 shares of Horizon Technology Finance worth $96.1K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its Horizon Technology Finance share count unchanged in Q1 2025.
  • Horizon Technology Finance made up 0.01% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #439 holding.
  • Sheaff Brock Investment Advisors first reported a position in Horizon Technology Finance in Q1 2020 and has held it in 15 quarters since.
  • Sheaff Brock Investment Advisors's Horizon Technology Finance position peaked at $199K in Q2 2021.
  • 65 funds tracked by Wall St. Rank held Horizon Technology Finance as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.